Excel Self-Study Package

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NEED TO UNDERSTAND EXCEL?

Are you new to Excel or have very little or no knowledge of how to even begin?

Do your staff struggle with spreadsheets, formulas and sorting data?

Then join us for our comprehensive 4 session Excel self-study series!

SESSION 1 - Introduction to Excel: First Time User (Beginner)

Welcome to Excel! The objective of this session is to enable learners to open and create Excel workbook files, use the 2016 interface, format worksheets and data, and become comfortable with the Excel interface.

Introduction
- Terminology
- Layout and interface
- Move or copy sheets
- Status Bar
- Print Preview and set print area o Formatting data (changing appearance) and format Painter
- Various ways to Paste data
- How Windows Regional Settings may affect your Excel
Recovering Lost Documents and using the auto-save function
Built-in Templates - Exploring pre-created templates, e.g.
- Budgets
- Expense tracker
- Invoices
Navigating Seamlessly
- Freeze panes
- Quick access toolbar
- How to navigate without a mouse
- Line breaks

SESSION 2 - Exploring & Creating Formulas (Novice)

Excel has powerful formula functionality. The goal of formulas is to automate processes that would require manual execution. Formulas are used to save you time and give you the edge when completing daily tasks. Join us as explore basic formulas and attempt to increase your efficiency with helpful formulas that you will need daily in an office space.

The objective of this session is to enable delegates to become comfortable with formulas that are typically used to increase efficiency in a finance environment.

Building formulas
- Exploring available library of formulae within Excel
- Cell referencing within formulas i.e. relative and absolute references
- Mathematical operators within Excel
- Duplicating (dragging) formulas without retyping
Reviewing formulas
Flash fill (Excel 2013 and later only)
Financial formulas i.e. SUM, SUBTOTAL, MAX, MIN, PMT, IPMT, NPV, IRR, FV and PV.

SESSION 3 - Data Filtering, Sorting, Searching, Editing & Extraction (Intermediate)

Need to make informed decisions but feeling overwhelmed with too much information to get through? Excel is geared towards processing large amounts of data with minimal fuss. In this session we empower your decision making by helping you organize and sift through data with efficiency, using an array of formulas, filtering functionality, data searching and extraction tools.

The objective of this session is to enable delegates to become comfortable with working with populated Excel sheets and sifting through copious amounts of data, turning data into logical information and performing search queries and only returning desired information.

Data Editing
- Sorting
- Filtering
- Conditional formatting
- Data validation
- Subtotal formula
- Find and replace
Data Searching
- Searching within filter
- Searching within sheet
- VLookUps
- CountIf formula
- If statements
- Basic Data Extraction
- Flash fill
- Text-to-Columns
- Concatenate

SESSION 4 - Pivot Tables, Tables, Graphs & Creating Visual Reports (Advanced)

Sometimes it is easier to understand something when it is represented in pictures or some other visual medium. This also helps when making decisions, analysing trends and reviewing results. Excel is bursting at its seams with all kinds of techniques to visually represent data in a way that is organised and easier to digest. Numbers can be a bit overwhelming sometimes, so join us as we explore various ways numbers/data can be organised and simplified by converting them into graphs, tables and other visual reports to help with decisions.

The objective of this session is to enable delegates to become comfortable with using visual aids within Excel and turn copious amounts of data into a visual expression, to perform better decision making.

Tables and Graphs
- Quick analysis
- Pivot tables
- Charts

All Included:

Video presented courses
Downloadable course material
Certificates of training
Assessments (optional)
SAIT Accredited – Verifiable CPD Points (4 per session)

Hennie Fritz 19/11/2025

Email submission

Hello Ashton

We appreciate the excellent service in accommodating us in this way.

Best regards

Shivali Pema 10/11/2025

Good day,

Thank you for a very informative Financial Statements Webinar, truly beneficial on my end.

Thank you again for the course material and recordings

Have a lovely week!

Regards,

Hendri Fritz 30/10/2025

Good afternoon Ashton,

Thanks for the informative sessions on the Tax for Beginners Self-Study Package. It’s a great course that clearly explains how to perform the calculations. Some points are repeated throughout the sessions, but that actually helps reinforce the concepts and makes the content feel more complete especially when the speaker covers topics like Capital Gains Tax (CGT).

Thanks once again I enjoyed the course and would recommend it to anyone that has no tax experience or even wants to do their own tax.

Kind Regards

Belinda Viviers 31/10/2025

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Started with my course, big thumbs up

Thanks

Rodney Ndungase Chauke 17/08/2023

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It's so professional and worth recognition.

100% Bizfacility.

I saw your course offered through Udemy, but I told myself, support local business direct, regardless of massive discount offered.

Thanks for your tireless attention to customer service.

All the best

Ushen 18/05/2023

One of the most insightful sessions I have been to and Ruzel I just wanted to say thank you for the video, material and content discussed as this was such a breath of fresh air to me. Looking forward to a few more in the coming weeks.

Much appreciated!

Zillah Abel 08/05/2023

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Thank you so much for this course. It will be very valuable for me.

As a business owner it is overdue that I arm myself with bookkeepeing knowledge.

Kind Regards,

Barbara Theron 24/04/2023

The course was very informative and I enjoyed it, many thanks.

Kind Regards,

Melanie Thompson 13/04/2023

I was very impressed with the training. It answered real questions / issues that arise. Was really helpful.

Kind Regards,

Evette 05/04/2023

I just completed the full course.

Thank you for the amazing course, I learned so much from it!! Will definitely do more courses with Biz Facility!

Kind regards,

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